RIAs: $100M – $500M AUM
7,782 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Proactive Capital Management, Inc.
RIATopeka, KS
AUM $171MTEAM 3REPS 2
Money Intelligence
RIASanta Clara, CA
AUM $171MTEAM 3REPS 2
Taylor Wealth Management, LLC
RIATorrance, CA
AUM $171MTEAM 1REPS 1
North Shore Investment Consulting LLC
RIAWilmette, IL
AUM $171MTEAM 1REPS 2
Pacesetter Financial Group, L.L.C.
RIALincoln, IL
AUM $170MTEAM 10REPS 4
Patrick Financial Group LLC
RIABrighton, MI
AUM $170MTEAM 2REPS 2
Allison Investment Management, LLC
RIAColumbia, SC
AUM $170MTEAM 2REPS 2
Cirrus Capital LLC
RIABloomfield Hills, MI
AUM $170MTEAM 6REPS 5
West End Wealth Management, LLC
RIADenver, CO
AUM $170MTEAM 2REPS 2
Redwood Park Advisors
RIARedwood City, CA
AUM $170MTEAM 3REPS 2
Mount Lucas Index Advisers LLC
RIANewtown, PA
AUM $170MREPS 5
Hoplon Asset Management, L.P.
RIAGreenwich, CT
AUM $170MTEAM 7REPS 5
Zeit Capital Advisors
RIAAUM $170MTEAM 1REPS 1
G. Dewayne Mcanally
RIAOklahoma City, OK
AUM $170MTEAM 6REPS 3
Oxford Capital Management
RIARichmond, VA
AUM $170MTEAM 2REPS 2
Trumix Advisors
RIABloomington, MN
AUM $170MTEAM 6REPS 4
Kuhn Capital Partners
RIAOak Brook, IL
AUM $170MTEAM 5REPS 5
Focus 401 (K) Group, LLC
RIAAddison, TX
AUM $170MTEAM 2REPS 2
Del Mar Wealth Management Inc
RIADel Mar, CA
AUM $170MTEAM 3REPS 2
Stillpoint Investments LP
RIANew York, NY
AUM $170MTEAM 6REPS 2
Stone House Partners
RIABay Harbor Islands, FL
AUM $170MTEAM 2REPS 3
Tactical Fund Advisors, LLC
RIACincinnati, OH
AUM $170MTEAM 7REPS 3
Turnstone Financial
RIATroy, OH
AUM $170MTEAM 2REPS 1
Embarcadero Financial Group
RIASan Francisco, CA
AUM $170MTEAM 4REPS 2
Other AUM ranges
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